Certified IRA Services Professional (CISP)

• A proctored exam at the candidate’s company, with an ICB-certified member serving as exam proctor
  
• At an exam site that is within 2 hours driving time from the candidate's company

• Professional Experience & Education: must meet one requirement
  • A minimum of two (2) years of dedicated IRA operational and technical experience, and the completion of an ICB approved educational program
    
  • Four (4) years of dedicated IRA operational and technical experience
• Professional Reference - One letter of recommendation that attests to your qualifications for certification including your IRA experience
  
• Ethics Statement - Each candidate must sign ICB's Professional Code of Ethics statement, which is the last page of the application.
  
• Application – Candidates must complete and submit an application, affirming that they comply with the eligibility requirements at the time of submission; application fee is $295, covers exam as well

Find Self-Study, Online, Or Classroom Courses In Your Area Licensing Earn your License quickly and easily! Designations/Certifications Improve your knowledge and industry standing! - Select Subject - Insurance - Life & Health Insurance - Variable Annuity Mortgage Broker Series 10 Series 11 Series 24 Series 26 Series 27/28 Series 3 Series 30 Series 31 Series 32 Series 37/38 Series 4 Series 51 Series 53 Series 55 Series 56 Series 6 Series 62 Series 63 Series 65 Series 66 Series 7 Series 79 Series 82 Series 9 Series 99 - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico - Select Subject - AIF - Accredited Investment Fiduciary® AIFA - Accredited Investment Fiduciary Analyst® CAIA - Chartered Alternative Investment Analyst CAS - Certified Annuity Specialist CASL - Chartered Advisor in Senior Living CCPS - Certified College Planning Specialist CES - Certified Estate and Trust Specialist for Financial Advisors CFA - Chartered Financial Analyst CFDS - Certified Financial Divorce Specialist CFP - Certified Financial Planner CFS - Certified Funds Specialist ChFC - Chartered Financial Consultant CIS - Certified Income Specialist CMPS - Certified Mortgage Planning Specialist CSA - Certified Senior Advisor CTS - Certified Tax Specialist Estate Planning/Trusts FRM - Financial Risk Manager PPC - Professional Plan Consultant QFA - Qualified Financial Advisor - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico Continuing Education CE courses to maintain your license or designation! Professional Development Products & Services to help manage and grow your career! - Select Subject - CASL - Chartered Advisor in Senior Living CBC CCSR CFMP CFP - Certified Financial Planner CIMA (CIMC) CLBB Compliance / Legal CPB CRCM Estate Planning/Trusts Ethics Financial Planning FINRA Licensing (Firm Element) Forms & Reporting Insurance - Life & Health Insurance - Long Term Care Insurance - Property & Casualty Investments Loan Officer Mortgage Broker PACE Securities Wealth Management - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico - Select Subject - 1031 Exchanges Accounting / Finance Accounting Standards Annuities Arbitration/Dispute Res/Mediation Auditing Bank Management Bankruptcy/Collections/Judgments Business Skills Claims Coaching Cold Calling College Financial Planning Compliance / Legal Computer Skills Credit Unions Customer Service ERISA Estate Planning/Trusts Ethics FHA Fiduciary Financial Planning Financial Statements Forms & Reporting Fraud Health Care Hiring & Recruiting I-9 Training Insurance Interpersonal Skills Investments IRA Job Descriptions/Employee Handbooks Leadership Life Insurance Loan Officer Loan Processor Long Term Care Management Microsoft Training Mortgage Broker Mortgage Broker - Commercial Mortgages/Lending Options/Futures Personal Development Personal Skills Personnel Forms/Policies Practice Management Prospecting QuickBooks Training Referrals Retirement Plans Reverse Mortgages Sales & Marketing Sales Training Security Senior Planning Social Media Software Training Strategic Thinking/Planning Tax Planning Teller Title / Escrow Trusts & Estates Underwriting VA Wealth Management Workers Compensation Writing Skills - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Puerto Rico Need training or resources in other areas? Try our other Training Center sites: HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales, IT